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P7. What is the future value of $300 deposited into a mutual fund account at the

ID: 2758141 • Letter: P

Question

P7. What is the future value of $300 deposited into a mutual fund account at the end of every month for the next 50 years? Assume that your investment compounds monthly and that you earn 12% per year.

P8. If you buy a house for $300,000 at 3.75% interest, what are your monthly payments for a 30 year conventional loan? If you pay an extra $300 each month, by how much can you reduce the term of your loan?

P9. If you invest $1,000 today and earn $1,000,000 in 40 years, what is your time-compounded annual rate of return?

P10. Suppose that 5 years from now you will receive $10,000 at the end of every year for 5 years. What is the present value of this annuity if the opportunity cost rate is 5%?

Explanation / Answer

P7

FV

= PV * (1+r)^n

n

1 to 600

r

=12%/12 = 1%

Balance at the end of 50 year =

      117,475.02

P8

Principal

$300,000

Interest per Annum

3.75%

Interest per month

=3.75%/12

0.31%

n

=30*12

360

EMI

=[Principal*Inerest per month * (1+Interest per Month)^n]/[(1+Interest per month)^n-1]

$        1,389

If EMI increases by $300 then EMI would be

=$1689

Then Tenure reduces by 100 months

P9

Investment

$1,000

n

40

Target

$1,000,000

r

=[(Target/Investment)^(1/n)]-1

18.9%

P10

n

5

6

7

8

9

FV

10000

10000

10000

10000

10000

r

5%

5%

5%

5%

5%

PV

=10000/(1+5%)^5

=10000/(1+5%)^6

=10000/(1+5%)^7

=10000/(1+5%)^8

=10000/(1+5%)^9

PV

7835.262

7462.154

7106.813

6768.394

6446.089

Sum of PV

35618.71

FV

= PV * (1+r)^n

n

1 to 600

r

=12%/12 = 1%

Balance at the end of 50 year =

      117,475.02